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Guide for Schoolable Pay
  • Pages
    • Our Manifesto
    • Account Setup
      • Payment Setup
        • Settlement Account
        • Discounts
        • Payment Items
        • Payment Preferences
        • Grouping payment items
        • Beneficiaries
        • Expense Category
        • User Permissions
      • Payroll Setup
        • Salary items
        • Taxes & Benefits
        • Preferences
      • Administration
        • School profile
        • icon picker
          School Session & Term
        • Promoting Students
        • Bulk data upload
    • Students
      • Adding a new student
      • List students
      • Class Sections
      • Student Tags
    • Families
      • Family list & profile
      • Guardian information
    • Employees
      • How to enable an employee for payroll
      • How to run Payroll Monthly
    • Vendors
    • Invoices
      • Why are invoices needed?
      • Generating an invoice
      • Updating an invoice
      • Sending invoice notifications
      • Adding payments to invoice
      • Archiving an invoice
      • Paying an invoice
      • Invoice Listing
      • Sending invoice receipt
      • Why Invoice Reports are Important in Schools
    • Invoice inflow
    • Settlements
    • Send Money
      • List transfer history
      • Payment Requests
      • How to send money
    • Balance History
    • Apps Marketplace
    • Test Accounts

School Session & Term

TO ADD A NEW SESSION

To add a session, follow these steps:
Click “New session”
Click on the column under School year/Session name to select the school session
Check the button “Create Term” and three terms will automatically be created for the session
If you do not want this, Uncheck the box
Click “Create school session”

TO EDIT A SESSION

To edit a session:
Scroll to the session
Click on the three dots by the right
Click “Edit” to change the year
Click “Update school session”

TO DELETE A SUB-SESSION

To delete a sub-session:
Scroll to the session
Click on the collapsible list to show the sub-sessions
Scroll to the sub-session and click on the three dots by the right
Click “Delete”
Click “Yes! delete it” to delete the sub-session

TO MANUALLY ADD A SUB-SESSION

To manually add a sub-session:
Scroll to the Session
Click on the three dots by the right
Click “Add sub-session to...”
Type the Sub-session (first, second or third term)
Choose the sub-session
Click “Create sub-session”
 
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